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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,029 | $67,602-68.9% | $82,312-74.5% | $70,126-70.0% |
| Participation rate | 63.3% | 72.8%-9.5pp | 76.9%-13.6pp | 69.5%-6.3pp |
| Annual return | 48.91% | 21.57%+27.3pp | 25.88%+23.0pp | 73.15%-24.2pp |
| Employer contribution / active EE | $122 | $1,755-93.0% | $2,428-95.0% | $2,343-94.8% |
| Participant deferral / active EE | $1,359 | $2,987-54.5% | $3,706-63.3% | $3,332-59.2% |
| Admin fee / account holder | $442 | $4,512-90.2% | $5,608-92.1% | $4,645-90.5% |